BMI View: Crude output will struggle to grow over the short term as disruption to oil production is likely to continue in the wake of Juba’s secession. Ongoing disagreements over revenue sharing and border delineation also threaten to cause further disruption to production and exports. We therefore ...

Includes 3 FREE quarterly updates BMI expects continued growth in China's freight transport segment as it continues to benefit from the country's demand for minerals and raw materials, such as coking coal and iron ore. However, while our demand outlook remains largely positive, we caution that the possibility ...

BMI View: Despite relatively strong domestic oil and gas position, Thailand is increasingly exposed by its reliance on growing crude oil imports, pipeline gas and now LNG. The country could become a major exporter of refined oil products within the Asian region, but tough decisions must be made with ...

Includes 3 FREE quarterly updates Singapore is set to enter technical recession In H112 and register growth of just 2.6% in 2012, below consensus expectations of 3.6%. The country's overarching reliance on overseas demand and the domestic investment in property have depressed private consumption's share ...

BMI View: The Philippine energy segment faces an uncertain outlook thanks to challenges in the oil, gas and power sectors . Reports that San Miguel wishes to sell Petron’s oil refinery back to the state throw upgrading plans into disarray. An emphasis on gas-fired power schemes create a need for LNG-based ...

Includes 3 FREE quarterly updates BMI View: While exploiting shale gas may be a distant prospect for Chile, it will seek foreign participation in this area as its conventional oil and gas potential is limited. There is no near-term solution to higher imports and rising energy costs. The main trends and ...

Includes 3 FREE quarterly updates The Iranian freight transport segment continues to be affected by the effect of the Western sanctions against the country's primary industry players and maritime facilities. Double-digit throughput growth at the primary Iranian port of Bandar Abbas has come to an end ...

Includes 3 FREE quarterly updates BMI View: The discovery of billions of barrels of oil in the so-called subsalt oil province offshore Brazil has been one of the most significant developments in the global oil market for many years. Regulatory reforms under former president Luiz Inácio Lula da Silva ...

Includes 3 FREE quarterly updates BMI View: We maintain a subdued outlook for Italy's oil and gas industry due to projected gradual decline in country's oil and gas reserves as well as rapid downsizing of its refining sector. While the increased investor interest in Italy's prospective Adriatic and ...